This is one of those cases where I avoid schilling products, but… With my experience, ( and it is not all in Roofing, as my focus as a GC is in remodels,) there are some things I had to consider. Try to find a program that is simple. As a business owner, you are likely pretty astute, but you likely have a couple of fellas on your crew that might use the system that aren’t quite so savvy. So, in the world of Software, I like the KISS principle.
The one thing that frustrated me was the fact that I found systems that made me feel like the way I do business is wrong. If I have a way that works for me, I want to find something that somewhat mimics the way I currently do business, or at least the way I would like to do it. I respect the people that put in hundreds of hours to make adjustments to the big systems until they have what they are looking for.
I worked in Sales Force, Microsoft Dynamics, Sugar, and others, and all of them drove me nuts. Mind you, I am not amazingly qualified in the tech world, but I can muddle through. I guess it is the ADD in me that just wants to get into the system and get back out. As a phone Jockey, making a phone call too no less than 5 different screens just to say I made a phone call and to re-schedule a call.
Really though, I am finding that everyone is different. Some people love the in depth mapping of former customers and integrated this and that. For others, it is overwhelming.
With smartphones today, the other thing I like is the ability to work off my phone. My suggestion, is to make a list of must haves, ( there is one floating around here somewhere) and then a list of the nice to haves, and then do some research. There is CRM and project management software out there, somewhere that will fit the bill for you.